Purchases and Sales Made in Q4 2024 in Schwab Strategic Tr Us Large C (SCHX)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Large C (SCHX) during Q4 2024. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR US LARGE-C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
407+ 199.51% |
$9.12K - $27.8K
|
611
$13.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
404+ 200.0% |
$9.05K - $27.6K
|
606
$13.2K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
372New |
$8.33K - $25.4K
|
372
$8.09K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
371+ 9.04% |
$8.31K - $25.3K
|
4.47K
$97.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
369+ 170.05% |
$8.27K - $25.2K
|
586
$12.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
360New |
$8.06K - $24.6K
|
360
$7.83K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
360+ 200.0% |
$8.06K - $24.6K
|
540
$11.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
358+ 1.2% |
$8.02K - $24.4K
|
30.1K
$655K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
304+ 200.0% |
$6.81K - $20.8K
|
456
$9.92K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
300+ 200.0% |
$6.72K - $20.5K
|
450
$9.79K
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
299+ 0.07% |
$6.7K - $20.4K
|
422K
$9.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
296New |
$6.63K - $20.2K
|
296
$6.44K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
296+ 200.0% |
$6.63K - $20.2K
|
444
$9.66K
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
269+ 202.26% |
$6.03K - $18.4K
|
402
$8.75K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
258New |
$5.78K - $17.6K
|
258
$5.61K
|
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
244+ 200.0% |
$5.47K - $16.7K
|
366
$7.96K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
236+ 200.0% |
$5.29K - $16.1K
|
354
$7.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
222New |
$4.97K - $15.2K
|
222
$4.83K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
216+ 200.0% |
$4.84K - $14.7K
|
324
$7.05K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
214+ 200.0% |
$4.79K - $14.6K
|
321
$6.98K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
212+ 179.66% |
$4.75K - $14.5K
|
330
$7.18K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
200+ 200.0% |
$4.48K - $13.7K
|
300
$6.53K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
198+ 200.0% |
$4.44K - $13.5K
|
297
$6.46K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
169New |
$3.79K - $11.5K
|
169
$3.68K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
160+ 200.0% |
$3.58K - $10.9K
|
240
$5.22K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
158+ 200.0% |
$3.54K - $10.8K
|
237
$5.16K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
158New |
$3.54K - $10.8K
|
158
$3.44K
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
149+ 0.46% |
$3.34K - $10.2K
|
32.2K
$701K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
149+ 201.35% |
$3.34K - $10.2K
|
223
$4.85K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
138New |
$3.09K - $9.42K
|
138
$3K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
128+ 200.0% |
$2.87K - $8.74K
|
192
$4.18K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
119New |
$2.67K - $8.13K
|
119
$2.59K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
100+ 200.0% |
$2.24K - $6.83K
|
150
$3.26K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
99New |
$2.22K - $6.76K
|
99
$2.15K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
96+ 200.0% |
$2.15K - $6.55K
|
144
$3.13K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
89New |
$1.99K - $6.08K
|
89
$1.94K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
80+ 200.0% |
$1.79K - $5.46K
|
120
$2.61K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
78+ 200.0% |
$1.75K - $5.33K
|
117
$2.55K
|
|
|
Jan 17, 2025
Q4 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
75+ 0.81% |
$1.68K - $5.12K
|
9.38K
$204K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
54New |
$1.21K - $3.69K
|
54
$1.18K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
53+ 203.85% |
$1.19K - $3.62K
|
79
$1.72K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
48+ 200.0% |
$1.08K - $3.28K
|
72
$1.57K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
47+ 204.35% |
$1.05K - $3.21K
|
70
$1.52K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
44+ 200.0% |
$986 - $3K
|
66
$1.44K
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
43New |
$963 - $2.94K
|
43
$936
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
37+ 246.67% |
$829 - $2.53K
|
52
$1.13K
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
37+ 0.33% |
$829 - $2.53K
|
11.1K
$243K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
35New |
$784 - $2.39K
|
35
$762
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
30New |
$672 - $2.05K
|
30
$653
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
27+ 192.86% |
$605 - $1.84K
|
41
$892
|